In this QuickStart Guide, we will give you an overview of eSign Genie to show how easy it is to get a document signed. You will learn how you can send a document or reusable template to the recipient for an esignature.
1. Define Account Settings and Personal Account Settings
2. Create Reusable Templates and Send for Esignatures
3. Create Document and Send for Esignatures
You can watch the Overview of eSign Genie Application video or skip to the steps below.
Personal Profile Settings and Password Change
For the documents that are common with the exception that they can be filled with different values for different recipients/signer, you can create re-usable templates.
Example: If you need the employees signature on “Employee Agreement” where the fields can be filled out differently each time and the remaining content remains same, you should create a reusable template and enable the field to be filled rather than uploading the document for each employee one by one. You can simply select one or more reusable templates and send when required. Here are the quick steps on how to create a reusable template:
For documents that are custom and uniquely created each time before sending to the recipients/senders, you should create a document and send directly.